Managed Advisory Investment Services
Our in-house investment team are able to manage our clients portfolios on a bespoke and highly personalised Managed Advisory basis, including:
- General Investment Accounts
- Private Family Fund Structures
Discretionary Management Investment Services
Whilst we as a firm have not sought, and therefore do not have discretionary permissions to offer in-house discretionary investment management services, we are able to independently recommend a choice of out-sourced top city institutions Discretionary Management Services for clients who prefer to have their portfolios managed without the need for them to be consulted prior to changes being made within their portfolio(s).
We are able to match the firm we feel most appropriately matches our clients service requirements and investment objectives of a discretionary investment manager, and we will provide ongoing intermediated services between our clients and the appointed discretionary management firm in terms of performance reporting and attending meetings with them and our clients as required.
Tax Efficient Investments
We undertake high level asset allocation between equities, debt instruments, cash and money markets, property portfolios, commodities and alternative investments.
We can apply our portfolio management services to General Investment Accounts (ie: portfolios not held within a tax sheltering wrapper), ISA portfolios, family fund structures, SIPPs, SSASs, Offshore Bonds and private OEIC sub-funds.
Above Benchmark Performance
We consistently produce results above industry benchmarks.
“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with personalised targeted returns net of fees, along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Private Office Asset Management low risk “Bespoke Alternative to Cash Accounts” – typically benchmarked against the Bank of England Base Rate + 2%.
We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).
Ask our financial advisors today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.Book an Appointment
Security and peace of mind
All client monies are held and managed via a secure, ring-fenced nominee account via the Private Office Asset Management custody and trading platform – full details of which are provided via the links in our “Downloads” section. This means that our clients money is absolutely safe in terms of being completely ring-fenced from this company’s or any third party company’s balance sheet, providing our client’s with total security.
Our clients have access 24 hours per day, 7 days per week to their portfolios (updated daily) via our online valuation system, and each client also receives an annual Consolidated Tax Voucher to give to their tax adviser.
“I first met Phil Simmonds about 6 years ago when I was introduced to him by a very good friend.
Since then Phil has provided me with very sound, and very timely financial and investment advice through Private Office Asset Management. Phil handles my matters so efficiently – guiding me through each step of the process.
I have no hesitation in recommending Phil and the Private Office Asset Management for financial and investment advice.
With my very best wishes,
“A diligent, conscientious and bespoke service, catering for all of my investment, tax planning and personal needs.
I wouldn’t think twice about recommending Private Office to anyone.”
“We have used Phil’s services for over 25 years with various financial institutions and have always appreciated his hard work and expertise regarding our investments.
“We transferred our portfolio to Private Office Asset Management in 2009 from one of the larger investment houses in London due to dissatisfaction with the service and performance results.
“If any person who reads this is thinking of appointing Phil and/or Private Office Asset Management as their investment and financial advisers, please do not hesitate as I am sure you will be very satisfied with Phil’s advice and the highly personalised service that Private Office Asset Management provides to its clients.”
“Private Office Asset Management now manage my investments and financial affairs in a much simplified yet more personalised manner, with regular quarterly meetings to update me as to performance and progress…
Phil is always available to discuss matters and I would highly recommend his services.”
“We have continued to work (since 2002) with Phil not only for his advice and understanding of our needs, but for his practical knowledge and right up to date understanding of what is happening around the world markets. Phil’s work for us provides more than enough evidence of his dedication to his work and to his clients.
“Phil Simmonds has managed my savings and investments for over 15 years now and I consider myself very fortunate to have met him all those years ago. He is extremely knowledgeable, has excellent judgement in handling investments, is reliable and very conscientious and hard-working. He has proved to be a very safe pair of hands in handling my investments and I can recommend his services very highly.”
“Phil Simmonds has been my personal wealth manager and financial planner since 2001. His performance with my investments has been consistently productive, balancing steady growth with safety during turbulent markets. I feel that my hard-earned savings are safe and growing steadily under his very competent stewardship.
Phil’s personal service and attention to detail is second to none.
Private Office Asset Management’s fees are transparent and competitive.
I have no hesitation in recommending Phil’s expertise in personal investment management and wealth planning.”
I have known Phil Simmonds for over 12 years. Private Office Asset Management provides me with unbiased investment advice which, in my opinion, is essential for allowing me to make focussed investment decisions.
I have absolutely no qualms about recommending anyone that’s requests investment advice to Vincent or indeed Private Office Asset Management.
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